The Four Pillars of Investment Management

Our methodology encompasses:

• Commitment to rigorous research and analysis – disciplined, data-driven decision making.

• Minimization of tax and cost friction – keeping your money where it belongs, with you.

• Application of portfolio construction fundamentals – building well-diversified, risk-managed portfolios designed for optimal performance.

• Customization – tailored solutions crafted with precision to address your requirements.
  

Our approach is grounded in:

• Disciplined adherence to research, reason, and evidence.

• Identification and tactical exploitation of market inefficiencies for risk-adjusted returns.

• A steadfast commitment to your conviction when others panic and make impulsive and reactionary choices.
  

Our analytical framework integrates:

• Macro-environmental factors like inflation, interest rates, growth, and secular trends around returns across asset classes and industries.

• A bottom-up approach focused on revenues and margins, cash flow and growth projections, existing competitors, and potential new entrants, identifying risk factors and their potential impact over time.
  

We maintain flexibility by:

• Avoiding investment dogma — considering alternative viewpoints or adapting to changing market conditions in relentless pursuit of value, wherever that leads.

• Agile thinking — embracing new ideas, perspectives, and feedback, incorporating collaboration and an iterative approach to problem solving.

• Staying curious — fostering creativity and growth, enabling learning, and enhancing critical thinking.